| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.38M (11.86%) | -49.04K Decreased by -1.45% | Sep 30, 23 |
| 2 | FMR Inc | 2.56M (8.97%) | 130.58K Increased by +5.11% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.98M (6.94%) | -126.68K Decreased by -6.41% | Sep 30, 23 |
| 4 | Pzena Investment Management, LLC | 1.54M (5.39%) | -1.64K Decreased by -0.11% | Sep 30, 23 |
| 5 | Vanguard Group Inc | 1.50M (5.25%) | -64.63K Decreased by -4.32% | Sep 30, 23 |
| 6 | Manufacturers Life Insurance Co | 1.10M (3.86%) | -329.20K Decreased by -29.93% | Sep 30, 23 |
| 7 | State Street Corporation | 851.93K (2.99%) | -12.70K Decreased by -1.49% | Sep 30, 23 |
| 8 | Renaissance Technologies Corp | 699.77K (2.46%) | 5.30K Increased by +0.76% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 619.50K (2.17%) | 30.16K Increased by +4.87% | Sep 30, 23 |
| 10 | Univest Financial Corp | 518.50K (1.82%) | -1.67K Decreased by -0.32% | Sep 30, 23 |
| 11 | Boston Partners Global Investors, Inc | 419.96K (1.47%) | -16.55K Decreased by -3.94% | Sep 30, 23 |
| 12 | Northern Trust Corp | 361.93K (1.27%) | 3.50K Increased by +0.97% | Sep 30, 23 |
| 13 | AQR Capital Management LLC | 329.73K (1.16%) | 214.57K Increased by +65.07% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 300.55K (1.06%) | 82.11K Increased by +27.32% | Sep 30, 23 |
| 15 | Hotchkis & Wiley Capital Management LLC | 297.60K (1.04%) | 11.90K Increased by +4.00% | Sep 30, 23 |
| 16 | American Century Companies Inc | 265.74K (0.93%) | 34.52K Increased by +12.99% | Sep 30, 23 |
| 17 | Neuberger Berman Group LLC | 264.05K (0.93%) | -5.14K Decreased by -1.95% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 222.57K (0.78%) | 23.03K Increased by +10.35% | Sep 30, 23 |
| 19 | Ameriprise Financial Inc | 219.43K (0.77%) | -4.42K Decreased by -2.01% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 216.07K (0.76%) | 3.43K Increased by +1.59% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FIAM Small Cap Core CIT Cl B | 1.29M (4.53%) | 13.90K Increased by +1.08% | Oct 31, 23 |
| 2 | FIAM Small Cap Core Composite | 1.28M (4.48%) | 68.00K Increased by +5.33% | Sep 30, 23 |
| 3 | JHancock Small Cap Core NAV | 1.06M (3.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 924.38K (3.25%) | 15.50K Increased by +1.68% | Dec 29, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 848.09K (2.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Strategic Advisers® Fidelity US TtlStk | 548.29K (1.92%) | 59.19K Increased by +10.80% | Nov 30, 23 |
| 7 | DFA US Targeted Value I | 412.35K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 398.09K (1.40%) | 18.28K Increased by +4.59% | Nov 30, 23 |
| 9 | iShares Russell 2000 Value ETF | 306.55K (1.08%) | 10.26K Increased by +3.35% | Dec 29, 23 |
| 10 | DFA US Small Cap Value I | 301.03K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 283.64K (1.00%) | 9.02K Increased by +3.18% | Oct 31, 23 |
| 12 | Avantis US Small Cap Value ETF | 274.97K (0.97%) | 1.04K Increased by +0.38% | Dec 30, 23 |
| 13 | Fidelity® Select Banking | 241.90K (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 210.92K (0.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Dimensional US Targeted Value ETF | 201.56K (0.71%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | BlackRock Advantage Small Cap Core Instl | 186.63K (0.66%) | -3.44K Decreased by -1.84% | Nov 30, 23 |
| 17 | DFA US Small Cap I | 168.37K (0.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | SPDR® S&P Regional Banking ETF | 159.22K (0.56%) | 103.00 Increased by +0.06% | Dec 31, 23 |
| 19 | Fidelity® Extended Market Index | 158.33K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | DFA US Micro Cap I | 145.09K (0.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |